Private Banking Advisor II — High‑Net‑Worth Client Solutions

PNC; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

PNC's Private Banking division in Fort Worth, TX seeks a Banking Advisor II to deliver sophisticated credit and cash-management guidance to high-net-worth clients, building enduring relationships across internal partners and COIs.

With limited supervision, you’ll origin and analyze credit and non-credit banking products, manage a book of business, and ensure client satisfaction while adhering to risk policies and regulatory requirements.

Qualifications

• University degree required or equivalent experience.
• 3+ years of relevant direct industry experience preferred.
• Certifications are often desired; no specific certs required.

Responsibilities

• Identifies and provides guidance on credit and cash management solutions for high-net-worth clients as part of a Private Banking team.
• Meets with clients to introduce and sell AMG banking products and services; builds relationships with partners, clients and COIs.
• Handles origination, financial analysis, negotiation and documentation of credit and non‑credit banking products and services.
• Manages/monitors book of business to ensure client satisfaction, retention and revenue growth.
• Demonstrates ability to analyze and mitigate credit risk per internal policies and regulatory requirements.

Skills

Book Of Business

Client Satisfaction

Customer Retentions

Financial Management

Financial Performance

Portfolio Management

Sales Process

Client Relationship Management

Credit Analysis and Verification

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Problem Solving

Products and Services

Sales Negotiating

Value Selling

Education

Bachelors

Job description

PNC's Private Banking division in Fort Worth, TX seeks a Banking Advisor II to deliver sophisticated credit and cash-management guidance to high-net-worth clients, building enduring relationships across internal partners and COIs.

With limited supervision, you’ll origin and analyze credit and non-credit banking products, manage a book of business, and ensure client satisfaction while adhering to risk policies and regulatory requirements.